Wealthstream Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 5,517 shares of VTEB stock, worth $279,049. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,517
Previous 5,517
-0.0%
Holding current value
$279,049
Previous $276,000
2.17%
% of portfolio
0.06%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio